CW
Connectus Wealth’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $4.74M | Sell |
52,729
-2,267
| -4% | -$204K | 0.13% | 125 |
|
|
2023
Q4 | $4.67M | Buy |
54,996
+300
| +0.5% | +$25.5K | 0.1% | 172 |
|
|
2023
Q3 | $4.15M | Sell |
54,696
-873
| -2% | -$66.2K | 0.09% | 181 |
|
|
2023
Q2 | $4.43M | Sell |
55,569
-2,956
| -5% | -$236K | 0.1% | 150 |
|
|
2023
Q1 | $4.32M | Sell |
58,525
-499
| -0.8% | -$36.8K | 0.11% | 148 |
|
|
2022
Q4 | $3.83M | Sell |
59,024
-2,011
| -3% | -$131K | 0.09% | 153 |
|
|
2022
Q3 | $3.66M | Sell |
61,035
-538
| -0.9% | -$32.3K | 0.08% | 208 |
|
|
2022
Q2 | $3.93M | Buy |
+61,573
| New | +$3.93M | 0.09% | 161 |
|